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Lemonade, Inc.

LMND
Exchange
NYSE
Industry
Fire, Marine & Casualty Insurance
SEC CIK
0001691421

In the last 90 days, Lemonade, Inc. insiders filed 0 open-market purchases and 6 sales; 339 institutions reported holding it in 13F filings for Q2 2026, worth $2.92B in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Lemonade, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
289
−22 vs. Q2 2021
Shares held
35.4M
+2.68M (+8.2%) vs. Q2 2021
Total value
$2.37B
−$1.21B (−33.7%) vs. Q2 2021
New holders
46
103 more added
Sold out
68
68 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting LMND on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 289 institutions
Q1 2021: 302 institutionsQ2 2021: 315 institutionsQ3 2021: 289 institutionsQ4 2021: 266 institutionsQ1 2022: 237 institutionsQ2 2022: 216 institutionsQ3 2022: 229 institutionsQ4 2022: 225 institutionsQ1 2023: 216 institutionsQ2 2023: 220 institutionsQ3 2023: 203 institutionsQ4 2023: 216 institutionsQ1 2024: 205 institutionsQ2 2024: 214 institutionsQ3 2024: 224 institutionsQ4 2024: 269 institutionsQ1 2025: 250 institutionsQ2 2025: 277 institutionsQ3 2025: 300 institutionsQ4 2025: 354 institutionsQ1 2026: 346 institutionsQ2 2026: 339 institutions
Value heldQ3 2021: $2.37B
Q1 2021: $2.94BQ2 2021: $3.58BQ3 2021: $2.37BQ4 2021: $1.54BQ1 2022: $876.3MQ2 2022: $606.8MQ3 2022: $739.4MQ4 2022: $494.9MQ1 2023: $513.2MQ2 2023: $639.3MQ3 2023: $435.7MQ4 2023: $627.5MQ1 2024: $656.0MQ2 2024: $686.1MQ3 2024: $677.2MQ4 2024: $1.60BQ1 2025: $1.38BQ2 2025: $1.97BQ3 2025: $2.36BQ4 2025: $3.16BQ1 2026: $2.70BQ2 2026: $2.92B
Institutions holding LMND and their total value by quarter
QuarterHoldersValue
Q2 2026339$2.92B
Q1 2026346$2.70B
Q4 2025354$3.16B
Q3 2025300$2.36B
Q2 2025277$1.97B
Q1 2025250$1.38B
Q4 2024269$1.60B
Q3 2024224$677.2M
Q2 2024214$686.1M
Q1 2024205$656.0M
Q4 2023216$627.5M
Q3 2023203$435.7M
Q2 2023220$639.3M
Q1 2023216$513.2M
Q4 2022225$494.9M
Q3 2022229$739.4M
Q2 2022216$606.8M
Q1 2022237$876.3M
Q4 2021266$1.54B
Q3 2021289$2.37B
Q2 2021315$3.58B
Q1 2021302$2.94B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Lemonade, Inc.; share changes are against Q2 2021.

Institutions holding LMND in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp11,983,384$803.0M7.13%00.0%Unchanged
Baillie Gifford & Co5,029,676$337.0M0.18%−63,055−1.2%Reduced
Vanguard Group Inc3,338,783$223.7M0.01%+484,394+17.0%Added
JPMorgan Chase & Co1,883,582$126.2M0.02%+153,038+8.8%Added
General Catalyst Group Management, LLC1,506,722$101.0M5.14%00.0%Unchanged
BlackRock Inc.1,457,300$97.7M0.00%+290,931+24.9%Added
Morgan Stanley864,856$58.0M0.01%+520,747+151.3%Added
Two Sigma Investments, LP843,374$56.5M0.15%+837,674+14,696.0%Added
Susquehanna International Group, LLP720,239$48.3M0.06%+361,681+100.9%Added
State Street Corp667,445$44.7M0.00%+74,539+12.6%Added
Voloridge Investment Management, LLC585,477$39.2M0.25%+366,029+166.8%Added
Two Sigma Advisers, LP574,700$38.5M0.10%+574,700New
Zevenbergen Capital Investments LLC544,957$36.5M0.69%−24,680−4.3%Reduced
Geode Capital Management, LLC446,778$29.9M0.00%+168,572+60.6%Added
La Financiere de L'Echiquier408,900$27.4M0.92%+44,894+12.3%Added
Mitsubishi UFJ Trust & Banking Corp252,980$17.0M0.04%−6,570−2.5%Reduced
Sculptor Capital LP243,000$16.3M0.15%+48,400+24.9%Added
Credit Suisse AG199,066$13.3M0.01%−120,090−37.6%Reduced
Charles Schwab Investment Management Inc187,407$12.6M0.00%+92,327+97.1%Added
Northern Trust Corp163,010$10.9M0.00%+26,294+19.2%Added
Citadel Advisors LLC154,994$10.4M0.01%+74,101+91.6%Added
Nuveen Asset Management, LLC113,141$8.29M0.00%−2,606−2.3%Reduced
Bank of New York Mellon Corp106,412$7.13M0.00%+3,198+3.1%Added
Goldman Sachs Group Inc105,351$7.06M0.00%+45,375+75.7%Added
Teachers Retirement System of the State of Kentucky102,187$6.85M0.06%00.0%Unchanged
Tudor Investment Corp Et Al100,000$6.70M0.14%+17,790+21.6%Added
Gilder Gagnon Howe & Co LLC99,529$6.67M0.03%+1,171+1.2%Added
UBS Group AG96,211$6.45M0.00%+46,966+95.4%Added
California Public Employees Retirement System86,194$5.78M0.00%+1,383+1.6%Added
Bank of America Corp83,337$5.58M0.00%−259,356−75.7%Reduced
Legal & General Group Plc82,512$5.53M0.00%+28,933+54.0%Added
Swiss National Bank81,400$5.46M0.00%+400+0.5%Added
Liontrust Investment Partners LLP79,600$5.33M0.07%+79,600New
Twin Tree Management, LP65,148$4.37M0.13%+65,148New
California State Teachers Retirement System65,068$4.36M0.01%−107−0.2%Reduced
Jane Street Group, LLC63,391$4.25M0.01%+50,353+386.2%Added
Capital Advisors Inc60,286$4.04M0.12%+2,292+4.0%Added
Citigroup Inc59,427$3.98M0.00%+2,484+4.4%Added
State Board of Administration of Florida Retirement System55,919$3.75M0.01%−795−1.4%Reduced
Norges Bank55,079$3.69M0.00%−121,599−68.8%Reduced
UBS Asset Management Americas Inc53,260$3.57M0.00%+4,647+9.6%Added
Group One Trading, L.P.47,278$3.17M0.07%+41,056+659.9%Added
Simplex Trading, LLC28,039$3.16M0.11%−571−2.0%Reduced
Cubist Systematic Strategies, LLC47,097$3.16M0.04%+47,097New
Jump Financial, LLC46,600$3.12M0.23%+46,600New
ETF Managers Group, LLC47,332$3.11M0.06%−3,264−6.5%Reduced
New York State Common Retirement Fund43,500$2.92M0.00%00.0%Unchanged
LPL Financial LLC42,807$2.87M0.00%−385−0.9%Reduced
B & T Capital Management DBA Alpha Capital Management42,439$2.84M0.67%−3,011−6.6%Reduced
Parametric Portfolio Associates LLC41,776$2.80M0.00%−10,223−19.7%Reduced
Susquehanna Fundamental Investments, LLC40,345$2.70M0.05%+40,345New
Rhumbline Advisers40,142$2.69M0.00%+4,649+13.1%Added
State of New Jersey Common Pension Fund D38,976$2.61M0.01%+5,318+15.8%Added
Millennium Management LLC37,205$2.49M0.00%+35,172+1,730.1%Added
Ergoteles LLC34,611$2.32M0.09%+34,611New
Bollard Group LLC34,500$2.31M0.08%+400+1.2%Added
Quantbot Technologies LP33,562$2.25M0.16%+33,562New
Mirador Capital Partners LP30,895$2.07M0.47%+11,024+55.5%Added
Phoenix Holdings Ltd.27,122$1.79M0.03%+935+3.6%Added
Invesco Ltd.25,734$1.72M0.00%+3,397+15.2%Added
Wolverine Trading, LLC25,544$1.68M0.03%−6,688−20.7%Reduced
Raymond James Financial Services Advisors, Inc.23,909$1.60M0.00%+2,685+12.7%Added
Aigen Investment Management, LP23,125$1.55M0.30%+23,125New
Holocene Advisors, LP22,670$1.52M0.01%+7,223+46.8%Added
Commonwealth Equity Services, LLC21,887$1.47M0.00%−1,070−4.7%Reduced
Public Employees Retirement System of Ohio21,334$1.43M0.01%−475−2.2%Reduced
HSBC Holdings PLC21,405$1.42M0.00%+8,786+69.6%Added
Hitchwood Capital Management LP20,000$1.34M0.05%−125,000−86.2%Reduced
Ghisallo Capital Management LLC20,000$1.34M0.05%−74,895−78.9%Reduced
Advisor Group Holdings, Inc.19,761$1.32M0.00%+1,915+10.7%Added
Rafferty Asset Management, LLC18,345$1.23M0.01%−3,292−15.2%Reduced
Renaissance Capital LLC18,313$1.23M0.25%−23,807−56.5%Reduced
D. E. Shaw & Co., Inc.17,561$1.18M0.00%+17,561New
Envestnet Asset Management Inc17,319$1.16M0.00%+1,900+12.3%Added
Alliancebernstein L.P.17,074$1.14M0.00%+445+2.7%Added
Cambridge Investment Research Advisors, Inc.15,094$1.01M0.00%−276−1.8%Reduced
US Bancorp13,988$937.0K0.00%+2,209+18.8%Added
DekaBank Deutsche Girozentrale14,000$933.0K0.00%+14,000New
Treasurer of the State of North Carolina13,759$922.0K0.01%+459+3.5%Added
HAP Trading, LLC13,700$918.0K0.07%−10,015−42.2%Reduced
Creative Planning13,204$885.0K0.00%+2,747+26.3%Added
Blair William & Co13,052$875.0K0.00%+4,118+46.1%Added
Mezzasalma Advisors, LLC12,632$846.0K0.48%00.0%Unchanged
Advisory Services Network, LLC12,263$822.0K0.03%−817−6.2%Reduced
Manatuck Hill Partners, LLC12,000$804.0K0.28%00.0%Unchanged
Royal Bank of Canada11,904$797.0K0.00%−12,490−51.2%Reduced
AE Wealth Management LLC11,878$796.0K0.01%+4,405+58.9%Added
Van Eck Associates Corp11,471$769.0K0.00%−920−7.4%Reduced
SG Americas Securities, LLC11,451$767.0K0.00%+5,609+96.0%Added
Virtu Financial LLC11,239$753.0K0.07%+11,239New
Centiva Capital, LP10,959$734.0K0.06%+663+6.4%Added
Raymond James & Associates10,758$721.0K0.00%−11,657−52.0%Reduced
Ameriprise Financial Inc10,640$713.0K0.00%+1,528+16.8%Added
Veritable, L.P.10,410$698.0K0.01%+305+3.0%Added
First Republic Investment Management, Inc.10,270$688.0K0.00%−1,224−10.6%Reduced
Arizona State Retirement System10,036$673.0K0.01%+41+0.4%Added
Flagship Harbor Advisors, LLC6,151$673.0K0.07%00.0%Unchanged
Cutler Group LP10,032$672.0K0.05%−1,467−12.8%Reduced
Ieq Capital, LLC9,822$658.0K0.02%+1,084+12.4%Added
Wells Fargo & Company9,191$616.0K0.00%−9,547−50.9%Reduced